Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Beattie is a financial advisor currently working at Cerity Partners LLC. William has over 20 years of experience in the financial services industry. William has held previous roles at Goldman Sachs & Co. LLC, Eaton Vance Distributors, Inc., EF Legacy Securities, LLC, Charles Schwab & Co., Inc., and Banc of America Investment Services, Inc. William is a Certified Financial Planner and holds Series 63, 66, 7 and SIE licenses. William is also registered in New York as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
11/09/2023 - Present
Cerity Partners LLC (New York NY)
NY
07/13/2021 - 11/16/2023
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
MA
06/13/2018 - 05/01/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
FL
08/12/2016 - 06/06/2018
EF LEGACY SECURITIES, LLC (BOCA RATON FL)
NY
11/11/2005 - 08/12/2016
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
MA
05/12/2005 - 11/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
07/10/2003 - 05/26/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
02/26/2002 - 02/26/2003
DOMESTIC SECURITIES, INC. (MONTVALE NJ)
NY
09/07/1999 - 12/31/2001
HERZOG, HEINE, GEDULD, LLC (NEW YORK NY)
BOTH
Issued 07/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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